What do I need to do to activate Round Up?
After you take a few minutes to onboard, Round Up will automatically appear as a tile in your dashboard, and as an option in the navigation bar.
It takes about two minutes to activate Round Up. Two easy steps:
- Connect Accounts: Connect to a bank and select the spending and funding accounts for your extra payments.
- Connect a Loan: Choose how you’d like to provide your student loan information.
You will need the login details for your spending and funding accounts or the bank routing and account numbers. You will also need to provide a loan statement so that we can verify your student loans completely.
If you have any questions about this process or tool, please don't hesitate to reach out via Live Chat or email us at firstname.lastname@example.org.